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Deposits can be transferred to another sales order from the same customer or to the customer’s account in the form of unapplied cash.  Once it is unapplied cash, it can be applied to any open document by entering a zero dollar check on the Cash Receipts Entry screen.

Detail

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Transfer Types

1. To Order - Transfers from one Order to another

2. To Account - *This will NOT create a credit document* Transfers amount to the Customers account. It will be available for refunds and transfers to other orders, but 

3. To Credit - Transfers amount to an open Credit on the Customers Account. 

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1. Go to AR > Deposits | Transfer Deposits tab

2. Choose "To Credit" from the transfer type dropdown

3. Enter the transfer amount next to the documents you want to draw from

4. Click on the Lightning Bolt to process

Transfer Deposit(s) between Customer Accounts

You can’t transfer Deposits from one Customer Account to another. You need to clear the deposit from the wrong account, and enter a new Deposit for the correct one.

1. Reverse the Deposit on the wrong account

   1. Refund the Deposit

      1. A/R>Refunds

   2. Clear amount without Refund

      1. Transfer Deposit “To Credit”

      2. Create a Debit for the amount of the Credit

      3. Apply them together with a Zero Dollar Cash Receipt

2. Enter a New Deposit for the Correct Customer/Order

   1. A/R>Deposits